Le Clair Wealth Partners LLC Portfolio Holdings

Le Clair Wealth Partners LLC

  • $139 Billion
  • Q1 2025

Le Clair Wealth Partners LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $19.9B, Apple Inc. with a value of $10.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.27B, First Trust Rising Dividend Ac with a value of $6.33B, and Cintas Corp with a value of $5.63B.

Examining the 13F form we can see an decrease of $11.2B in the current position value, from $150B to 139B.

Le Clair Wealth Partners LLC is based out at Dublin, OH

Below you can find more details about Le Clair Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $58.3 Billion
Technology: $22.9 Billion
Industrials: $14.4 Billion
Financial Services: $14.2 Billion
Consumer Cyclical: $10.3 Billion
Healthcare: $5.73 Billion
Communication Services: $5.23 Billion
Energy: $3.28 Billion
Other: $2.47 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$893M
$526 Million 0.38% of portfolio
40,885
Q1 2025 New
$0
$515 Million 0.37% of portfolio
920
Q1 2025 Reduced 5.15%
$0
$498 Million 0.36% of portfolio
22,487
Q4 2024 New
$996B
$479 Million 0.35% of portfolio
1,850
Q1 2025 Reduced 18.54%
$0
$480 Million 0.35% of portfolio
8,657
Q1 2025 Reduced 7.39%
$381B
$477 Million 0.34% of portfolio
2,797
Q1 2025 Added 0.07%
$87.8B
$465 Million 0.34% of portfolio
3,193
Q1 2025 Added 0.31%
$110B
$456 Million 0.33% of portfolio
3,259
Q1 2025 Reduced 1.78%
$192B
$464 Million 0.33% of portfolio
1,488
Q4 2024 New
$107B
$444 Million 0.32% of portfolio
1,821
Q4 2024 New
$577B
$415 Million 0.3% of portfolio
445
Q1 2025 Added 0.23%
$5.74B
$397 Million 0.29% of portfolio
277
Q4 2024 New
$144B
$393 Million 0.28% of portfolio
1,444
Q4 2024 New
$177B
$385 Million 0.28% of portfolio
2,143
Q1 2025 Reduced 0.37%
Six Flags Entertainment Corp
-
$378 Million 0.27% of portfolio
-
Q4 2024 New
$267B
$377 Million 0.27% of portfolio
4,299
Q4 2024 New
$0
$362 Million 0.26% of portfolio
2,477
Q1 2025 Reduced 2.17%
$543B
$349 Million 0.25% of portfolio
637
Q1 2025 Reduced 0.93%
$145B
$336 Million 0.24% of portfolio
4,743
Q4 2024 New
$182B
$334 Million 0.24% of portfolio
2,176
Q1 2025 Reduced 0.55%
$202B
$337 Million 0.24% of portfolio
11,931
Q4 2024 New
$118B
$335 Million 0.24% of portfolio
1,108
Q4 2024 New
$53.4B
$314 Million 0.23% of portfolio
2,874
Q4 2024 New
$70.9B
$306 Million 0.22% of portfolio
700
Q4 2024 New
$285B
$288 Million 0.21% of portfolio
4,672
Q4 2024 New
$145B
$296 Million 0.21% of portfolio
1,251
Q1 2025 Reduced 2.34%
$335B
$298 Million 0.21% of portfolio
1,422
Q1 2025 Added 0.07%
$19.5B
$271 Million 0.2% of portfolio
10,700
Q1 2025 Reduced 0.77%
$148B
$278 Million 0.2% of portfolio
1,356
Q1 2025 Reduced 1.31%
$153B
$243 Million 0.18% of portfolio
859
Q1 2025 Reduced 0.12%
$393B
$255 Million 0.18% of portfolio
6,119
Q4 2024 New
$61.2B
$247 Million 0.18% of portfolio
2,003
Q4 2024 New
$0
$247 Million 0.18% of portfolio
60,131
Q1 2025 New
$640B
$230 Million 0.17% of portfolio
1,644
Q1 2025 Added 0.12%
$39.3B
$229 Million 0.17% of portfolio
1,144
Q1 2025 Reduced 0.26%
$0
$235 Million 0.17% of portfolio
3,686
Q4 2024 New
$214B
$222 Million 0.16% of portfolio
1,678
Q1 2025 New
$129B
$222 Million 0.16% of portfolio
1,301
Q1 2025 Added 1.17%
Linde PLC
-
$228 Million 0.16% of portfolio
-
Q1 2025 Reduced 8.26%
$23.6B
$216 Million 0.16% of portfolio
3,027
Q1 2025 Added 0.53%
$97.6B
$206 Million 0.15% of portfolio
626
Q1 2025 New
$1.67B
$215 Million 0.15% of portfolio
11,565
Q4 2024 New
$168B
$204 Million 0.15% of portfolio
410
Q1 2025 Reduced 4.87%
$112M
$47.3 Million 0.03% of portfolio
18,122
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $139 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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